SFMG, LLC

Position in MS — Morgan Stanley

CIK 1512026 PLANO, TX

Position in MS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,115,228

+$296,822 QoQ

Shares Held

5,335

+7.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,342

of 2,723 holders

Holding Since

Dec 2024

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SFMG, LLC holds $3,037,143 across 6 Capital Markets names. MS ranks #1 (36.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	5,335	$1,115,228
2	SCHW	Schwab Charles Corp	7,723	$712,601
3	IREN	IREN Ltd	12,326	$563,667
4	GS	Goldman Sachs Group Inc	406	$410,616
5	HLI	Houlihan Lokey, Inc.	1,695	$227,350
6	ABTC	American Bitcoin Corp.	752	$7,681

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,115,228	5,335	+7.3%	Shares	Sole	2026-08-13
2026-03-31	$818,406	4,973	+4.8%	Shares	Sole	2026-05-12
2025-12-31	$842,557	4,746	+57.1%	Shares	Sole	2026-02-10
2025-09-30	$480,218	3,021	+76.6%	Shares	Sole	2025-11-13
2024-12-31	$215,106	1,711	—	Shares	Sole	2025-02-11
No filing history on record for this holder in this stock.